Extending Dynamics CRM with BPM processes
using PNMsoft’s Sequence KineticsTM
Sequence Kinetics BPM Suite for Dynamics CRM
Sequence Kinetics for Microsoft Dynamics CRM is a Intelligent
BPMS (Business Process Management Suite) which enables
organisations to automate, control and mobilise their business
processes that are linked to Dynamics CRM. Using HotChangeTM
technology, Sequence Kinetics enables users that are not using
Dynamics CRM to participate in processes while integrating
external data and systems. Sequence Kinetics extends Dynamics
CRM to mission critical processes on premises and in the cloud.
Sequence Kinetics™: Intelligent, Mobile, Dynamic
•
Intelligent Business Process Management Suite (iBPMS).
•
Powered by PNMsoft’s unique HotChange™ technology.
•
Rapid build and change of high availability workflows.
•
Intensive human collaboration.
•
Development lifecycle governance.
•
Extends Microsoft platforms like SharePoint, Dynamics and Azure.
•
Integrates with popular ERP/CRM products.
•
Unparalleled mobile capabilities – write once run everywhere.
•
Based on .NET, leverages existing development skills into BPM expertise.
•
Answers business need for high frequency of process change AND IT need for a
well-controlled process development environment.
Where Sequence Kinetics is relevant for Dynamics CRM?
Complex
Process
Scenarios
External
users
community
Web and
Mobile
Applications
External
processes
and
Integration
3
Solution Examples Sequence Kinetics for Dynamics CRM
Monitoring, Optimisation and Dashboards
Dynamics CRM
Service
Catalogue
Service/Product
Request
Work
allocation
Customer
Feedback
Installation
Management
Customer
On Boarding
Sequence Kinetics BPM & Workflow
ERP
Back office systems
Sequence Kinetics CRM Dynamics Solution Includes:


A powerful workflow engine with out of the box integration to MS Dynamics CRM
Cloud enabled, easy to use process design environment supporting various business
scenarios including integration to LOB systems

Advanced task routing, business rule engine, and complex flow execution engine.

The ability to create, retrieve and update Dynamics CRM entities allowing the endusers to complete their work in Dynamics CRM

The ability to listen to CRM events and resume or action business process accordingly

Rich Form designer for easy creation of Web and Mobile Forms with CRM data

A Mobile portal and Self-service portal.

Collaborative environment to optimise work and team communication

Rich monitoring (real-time dashboards) and process optimisation
tools for process improvement.
CRM Integration Architecture
Other LOB systems
ALM
CRM Integration is a
HotChangeTM feature!
Click here to learn more.
Flowtime &
Mobile portal
Dashboards
ERP
Finance
Work
delegation
HTTP \ TCP
Sequence Kinetics Engine
Sequence Kinetics
Dynamics Infrastructure
(Integration Engine)
Collaboration
.Net Forms
HR
Create\
Update
CRM
Entities
Retrieve
CRM
Entity
Data
SOAP 1.2\1.1
Rule Engine
Form Engine
Messaging Engine
Analytics Engine
Event Listener
Plug-in
On demand
process
initiation
MS Dynamics CRM
6
How the Solution Works
What functionality does Sequence
Kinetics add to Dynamics CRM?
Let’s take a tour and find out…
Sequence Kinetics enables you to quickly construct complex
processes including both human and system activities
Add swim lanes to organise
activities.
Edit
activity
properties
easily.
Rapidly add
activities to the
process canvas
with one click.
8
Sequence Kinetics includes the following wizard-based
CRM connectors:
Sequence Kinetics
communicates with Dynamics
via Web Services.
Sequence Kinetics activities
support custom CRM entities.
Sequence Kinetics supports
CRM on premise and CRM
Online.
Sequence Kinetics enables you to
define CRM connection strings
(within activities or centrally)
Sequence Kinetics provides the
ability to action requests on the
CRM server e.g. assign, share.
Sequence Kinetics Enables Control Over Multiple
ERP/CRMs
Sequence Kinetics can be deployed as agile layer across multiple ERP/CRM systems with
embedded business rules and logic. Sequence Kinetics leverages ERP/CRM data and enables
you to automate manual processes and ensure data consistency and visibility. Sequence
Kinetics integrates with industry-standard ERP/CRM systems such as Microsoft Dynamics
CRM, AX, NAV, and GP,
providing users with familiar Microsoft tools to initiate and control processes.
Sequence
Kinetics
Sequence Kinetics Architecture for Multiple ERP/CRMs
Systems
Multiple ERP/CRM
Integration is
HotChangeTM feature!
Click here to learn more.
Example:
Customer Service Process
Sequence Kinetics SharePoint Flowtime
End-to-End Business Processes
Client opens a
service ticket
Completes the
ticket eform
Dynamics CRM
The latest
account
details for this
user are
retrieved from
the CRM and
displayed as
part of the
form
Sequence Kinetics launches
the CRM Service Process and
waits for its completion
Sales
Marketing
Sequence
Kinetics
updates CRM
Sequence
Kinetics MI
Core Service Processes
CRM DATA
Service
Approved?
Others
Appropriate
details of the
service job are
passed back to
the CRM.
CRM MI
Case Study: GeRAP – IT Services Provider for Portuguese
Government
GeRAP used Sequence Kinetics to deploy its Finance and HR processes across the
Portuguese public sector to save money, improve user experience, and boost productivity.
The Business Requirements
The need for standardized processes across the Public Administration.
The need to create a Shared Service for HR and Finance with tight integration with existing
ERP, CRM and a SharePoint Flowtime interface.
The Solution
A Sequence Kinetics process layer over the ERP and CRM platforms with integration from
its web-based Forms directly to the ERP and CRM.
An environment for process designers and business experts to deliver hundreds of
processes that reach all public sector employees via a SharePoint front end.
The Business Benefits
Solution has reduced the requirement for end user training and accelerated adoption.
TCO has gone done by 80%.
Time to delivery has gone down by 70%.
GeRAP Case Study: Solution Architecture
Case Study: Utilities Provider
Background:
A utilities provider is using Dynamics CRM to manage customer support and
service fulfillment. Each customer call must be assigned to the correct service
agent who can handle the work request within the company. There was a
requirement for a Workflow product well integrated into CRM that can handle the
work allocation and task management.
Solution:
The company selected PNMsoft’s Sequence Kinetics to integrate with Dynamics CRM. When a new work entity is
created, a Sequence Kinetics process is initiated which determines which service agent is the most suitable and
available to handle the request. The agent is chosen based on individual skill set, shift, and time left in the day. Once
selected, Sequence Kinetics automatically updates the CRM entity with the correct assignment and the agent is
notified in their inbox. Sequence Kinetics communicates with Dynamics CRM using the inbuilt adapter.
Benefits:
 The company can optimise workforce and manage
KPI’s.
 Work items are completed faster.
 Improved customer service.
 Automatic assignment saves time and errors.
 CRM capabilities are maximised.
Case Study: Industrial Consultancy
Background:
An industrial consulting corporation is using Dynamics CRM to
manage processes which determine how it will pursue new
opportunities. Dynamics alone did not provide the ability to execute
such processes and conduct the necessary risk analysis.
Solution:
The corporation has integrated Sequence Kinetics with Dynamics CRM. Sequence Kinetics retrieves the
opportunity data from Dynamics and populates a Sequence Kinetics form which is routed to the appropriate
employee for further analysis. The employee adds data to the form’s customised fields and Sequence
Kinetics ensures that it is routed to his manager until the analysis is complete. Sequence Kinetics also
enables the company to execute a risk management process surrounding the opportunity, and all the results
are updated in Dynamics CRM.
Benefits: 
Enhanced data capturing capabilities
 Process-driven work ensures prospects are
managed in an optimised manner.
 Risk management is standardised.
 Automatic routing saves time and errors.
 CRM capabilities are maximised.
Benefits of using Sequence Kinetics with Dynamics CRM

Enable Dynamics entities and users to initiate business processes, and
achieve advanced process tracking, social BPM features, monitoring and
delegation.

Extend CRM functionality to external users (employees, suppliers, customers).

Support for flexible and complex process scenarios (Customer on boarding,
Work allocation, etc.).

Integration of systems that are part of the process (ERP, Engineering,
Helpdesk, etc.)

Mobile usage as part of a CRM process.

Extended functionality as part of a CRM deployment.
About PNMsoft

Global company, offices and partners network worldwide

Sequence Kinetics: leading Intelligent BPM Suite with tight integration to
Dynamics, mobile capabilities and unique HotChangeTM technology

Provider of Vertical and Horizontal BPM solutions

Microsoft partner for Business Applications

Microsoft BPM & SOA Partner of the year finalist

Gartner BPM “Cool Vendor”

IDC Major BPM Player 2011
www.pnmsoft.com | [email protected]
Phone: + 44 (0)1923 813420